Senior Wealth Manager/Relationship Manager

1 month ago

BangaloreHyderabadChennaiKolkataDelhi, India iimjobs Full time

Senior Wealth Manager/Relationship Manager with our client in Bangalore, looking for someone with good experience in handling uHNI Clients, with handling AUM portfolio at 25 Cr.

Open Position : Wealth Management Relationship Manager : Kolkata/Hyderabad/Delhi/ Bangalore/Chennai

1. Serve as a trusted financial consultant to high-net-worth individuals or families

2. Understand current income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance of HNI clients and delivery returns through asset allocation

3. Develop and maintain client relationships by engaging with the resources of other parts of the organization and provide tailor-made personalized financial services

3. Build a comprehensive strategy that considers all aspects of the client's finances, create financial plans and portfolios that encompass asset allocation, investments, estates, and taxes, with the aim of increasing overall wealth

4. Monitor clients investment portfolio on a regular basis to review performance thereby deepening into their wallet share

5. Cultivate client relationships by giving regular updates, presenting plans, addressing inquiries, and ensuring that proposed solutions align with the client's major financial goals

6. Acquire and build new HNI client relationships thereby building onto your own AUM and achieving sales targets

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